Senior Sales Coordinator/Executive Assistant of the Senior Director
Wehbe Insurance Services L.L.C
Total years of experience :13 years, 4 months
-Cross-Selling of non-life products (home, travel, motor, medical) to existing Life Insurance Clients
-Personal Assistant of Mr. Sadik Dhirani - 11 x TOP OF THE TABLE (MDRT)
SENIOR DIRECTOR
-Meeting clients to explain Different Insurance Products
- Booking and arranging travel, transport and accommodation
-Prepare illustrations from different Life Insurance company's illustration system
-Organizing and maintaining diaries and making appointments
-Dealing with incoming email, faxes and post, often corresponding on behalf of the manager
-Producing documents, briefing papers, reports and presentation
-Organizing and attending meetings and ensuring the manager is well prepared for meeting
-Carrying out administrative tasks such as data input, processing information, completing paperwork and filing documents.
-Completing the administrative needs of the Sales Department
- Liaising with staff, insurance providers and clients
-Insures productive communication between new and existing customers and external distributors. Resolves all client concerns and ensures satisfaction
- Generate Quotes / Illustrations of Different lines of Insurance Products from
the online portals of various insurance companies.
-Cross Selling of non-life products (home, travel, motor, medical) to existing Life Insurance Clients
-Personal Assistant of Mr. Sadik Dhirani - 13 x TOP OF THE TABLE (MDRT)
-Meeting clients to explain Different Insurance Products
- Booking and arranging travel, transport and accommodation
-Prepare illustrations from different Life Insurance company's illustration system
-Organizing and maintaining diaries and making appointments
-Dealing with incoming email, faxes and post, often corresponding on behalf of the manager
-Producing documents, briefing papers, reports and presentation
-Organizing and attending meetings and ensuring the manager is well prepared for meeting
-Carrying out administrative tasks such as data input, processing information, completing paperwork and filing documents.
-Completing the administrative needs of the Sales Department
- Liaising with staff, insurance providers and clients
-Insures productive communication between new and existing customers and external distributors. Resolves all client concerns and ensures satisfaction
Develop motor, home and travel insurance portfolio
•Perform file review of current accounts and handles all the renewals for general insurance
•Negotiating terms with policyholders and underwriters
•In charge of different marketing strategies to acquire new leads and potential customers
•Investigating customer’s needs and advising appropriate insurance
•Develop Key contacts through outbound telemarketing
•Issuing motor, home, travel insurance policies from different systems of various companies
Develop key contacts and relationships in potential customer companies using
outbound telemarketing and reference from existing personal and commercial Clients.
- Maintain and develop a database with key information on active leads
- Meet and introduce the concept of credit insurance to potential customer
companies
- Develop own motor insurance portfolio by providing outstanding customer
service to referrals and asking referrals for more referrals.
•Explain the concept of motor insurance to new employees/trainees
•Handles all the renewal of home insurance policies
Heavily client-focussed role with special importance to high levels of customer service
- Keeping detailed and accurate records of policies underwritten and decisions made
- Negotiating terms with the underwriters
- Issuing motor, home, SME insurance policies from different systems of various companies
- Handles different types of Insurance including Medical, Home, Life and Property Insurance.
- Lead portfolio analysis and recommendation of suitable products across a wide variety of classes of insurance and insurance providers
- Consistent achievement of sales targets and employee with most positive feedback in 2011 - 2012
- Key account handling, including negotiation, pricing, very strong cross-sales ratio and after sale service.
EDUCATION